Senior Analyst - Exposure Management & AI-Driven Trading

IOOF Holdings Limited; Sydney; Hybrid; AUD 120.000 - 180.000; Vollzeit

Zusammenfassung

IOOF Holdings Limited is seeking a Senior Analyst to lead derivative overlay and exposure management initiatives across asset classes, driving risk-controlled investment execution and automation. You will collaborate with Portfolio Managers and operations teams to implement efficient market solutions and enhance analytical tooling.

The role emphasizes leveraging AI-assisted analytics, automation, and robust governance to improve risk reporting and decision support for portfolio strategies.

Qualifikationen

• Bachelor's degree in Finance, Economics, Commerce, Mathematics, Engineering, Computer Science or a related discipline.
• 3-6 years' experience in trading, investment implementation, treasury, exposure management or a related investment function.
• Strong understanding of financial markets, including equities, fixed income, foreign exchange and derivatives.

Aufgaben

• Execute and manage positions across derivative and overlay programs, including currency hedging, duration management, futures and forward rolls, and exposure management strategies.
• Partner with Portfolio Managers to translate investment decisions into efficient market implementation solutions.
• Monitor portfolio exposures, hedge ratios, counterparty exposures and overlay performance, providing analysis and reporting to support decision-making.
• Complete pre-trade and post-trade reviews, ensuring compliance with mandates, investment guidelines and counterparty limits.
• Build and maintain strong relationships with brokers, banks and market counterparties to support efficient execution and competitive pricing.
• Manage trading lifecycle requirements, including collateral, margin, settlements and corporate actions.
• Act as the key liaison between Investments, Operations, custodians and market counterparties to resolve implementation issues.
• Contribute to onboarding new markets, instruments and counterparties, including implementation and operational assessments.
• Develop and enhance analytical tools, reporting capabilities and automated processes to improve efficiency and risk management.
• Leverage AI-enabled tools and workflow automation to improve team productivity, controls and insights.

Kenntnisse

Derivative trading

Exposure management

Python

SQL

Advanced Excel

Bloomberg

AI tools

Ausbildung

Bachelor's degree in Finance/Economics/Commerce

CFA progress

Tools

Bloomberg Terminal

Excel

Python

VBA

SQL

Power Automate

Jobbeschreibung

IOOF Holdings Limited is seeking a Senior Analyst to lead derivative overlay and exposure management initiatives across asset classes, driving risk-controlled investment execution and automation. You will collaborate with Portfolio Managers and operations teams to implement efficient market solutions and enhance analytical tooling.

The role emphasizes leveraging AI-assisted analytics, automation, and robust governance to improve risk reporting and decision support for portfolio strategies.